Wells Fargo - Alhambra, CA

posted 18 days ago

Full-time - Entry Level
Alhambra, CA
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for the National Branch Network within the Consumer, Small & Business Banking division. This role focuses on delivering exceptional customer experiences by building relationships and providing appropriate banking products and services to help customers succeed financially. The position requires compliance with the S.A.F.E. Mortgage Licensing Act and involves customer interaction, account management, and teamwork to meet customer needs.

Responsibilities

  • Participate in delivery of exceptional customer experience through proactive outreach.
  • Assist customers with basic requests related to opening new accounts and completing service requests.
  • Develop understanding of bank products and services to connect to customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services to customers.
  • Refer customers' financial needs to other bankers and partners as needed.

Requirements

  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Experience working with others on a team to meet customer needs.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.

Nice-to-haves

  • Bilingual speaking proficiency in Mandarin/English.
  • Relevant military experience including working with military protocol and instructions.
  • Experience fostering and developing strong customer relationships.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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